See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OP CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,729 | $101,499+5.2% | $147,005-27.4% | $74,546+43.2% |
| Participation rate | 34.0% | 75.5%-41.6pp | 82.2%-48.2pp | 67.2%-33.2pp |
| Annual return | 23.28% | 8732.34%-8709.1pp | 418.76%-395.5pp | 1366.03%-1342.8pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,967 | $7,304-59.4% | $8,070-63.2% | $4,347-31.7% |
| Admin fee / account holder | $7 | $1,748-99.6% | $13,006-99.9% | $1,944-99.7% |